Blog

POET Takes Co-Packaging Beyond Communications Markets

One of main predictions of CIR’s 2020 report on co-packaged optics (CPO) is that next-generation switching chips is just the beginning for CPO.  We took the position that CPO is essentially a new way to opto-electronic integration and that novel switching technology is just a place to start. With $15 ...

Opportunities in the Edge Computing Software Segment

The edge computing software segment is expected to be one of the most rapidly growing and diverse segments within the entire edge computing market and it includes platform, AI and analytics, as well as supporting segments such as DCIM and edge OS. The platform, AI and analytics segments are three ...

Broadcom, Cisco, Inphi and the Timing for Co-Packaged Optics: A CIR Research Note

In the past few months two important announcements have been made showing different ways forward for the Co-Packaged Optics (CPO) business.  One of these announcements came from a duo of Cisco and Inphi. It shows perhaps a certain amount of caution about CPO.  For various reasons, Broadcom is a tad ...

Five Companies to Watch in the Edge Computing Space

Participants in the edge computing market include tech giants such as Microsoft, Amazon, Google, Dell EMC, Cisco, HPE and Intel. However, we are also witnessing newer players coming into the market with innovative edge-focused offerings, that are attracting capital from both independent venture capital firms and the venture arms of ...